|
2001
|
New Amsterdam Partners
New York
|
$1.07M
|
+$2.7K
|
1
|
0.11%
|
Increased
|
|
|
2002
|
Thomas White International
Chicago,
Illinois
|
$1.07M
|
-$970K
|
1
|
0.16%
|
Reduced
|
|
|
2003
|
The Family Firm
Bethesda,
Maryland
|
$1.06M
|
+$11.4K
|
1
|
0.58%
|
Increased
|
|
|
2004
|
Ken Stern & Associates
San Diego,
California
|
$1.06M
|
+$96.1K
|
1
|
0.82%
|
Increased
|
|
|
2005
|
Insight 2811 Inc
Chicago,
Illinois
|
$1.06M
|
-$543K
|
1
|
0.62%
|
Reduced
|
|
|
2006
|
Miles Capital
West Des Moines,
Iowa
|
$1.06M
|
-$1.16M
|
1
|
0.76%
|
Reduced
|
|
|
2007
|
Lupo Securities
Chicago,
Illinois
|
$1.05M
|
+$506K
|
1
|
7.92%
|
Increased
|
|
|
2008
|
Wealthquest
Cincinnati,
Ohio
|
$1.05M
|
+$85.9K
|
1
|
1.9%
|
Increased
|
|
|
2009
|
Schonfeld Group Holdings
Jericho,
New York
|
$1.05M
|
-$23.1K
|
1
|
0.55%
|
Reduced
|
|
|
2010
|
Pure Financial Advisors
San Diego,
California
|
$1.04M
|
-$103K
|
1
|
0.49%
|
Reduced
|
|
|
2011
|
Huntington Steele
Oaks,
Pennsylvania
|
$1.04M
|
+$31.2K
|
1
|
0.46%
|
Increased
|
|
|
2012
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.04M
|
+$87.2K
|
1
|
0.58%
|
Increased
|
|
|
2013
|
McGowan Group Asset Management
Dallas,
Texas
|
$1.04M
|
+$101K
|
1
|
0.21%
|
Increased
|
|
|
2014
|
WESPAC Advisors
Orinda,
California
|
$1.03M
|
-$244K
|
1
|
1.82%
|
Reduced
|
|
|
2015
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.03M
|
-$41.1K
|
1
|
0.93%
|
Reduced
|
|
|
2016
|
Westwood Management Corporation
Chicago,
Illinois
|
$1.03M
|
-$2.02M
|
1
|
0.19%
|
Reduced
|
|
|
2017
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.03M
|
+$69.2K
|
1
|
0.69%
|
Increased
|
|
|
2018
|
Cinque Partners
Los Angeles,
California
|
$1.02M
|
$0
|
1
|
1.73%
|
Maintained
|
|
|
2019
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.01M
|
+$22.5K
|
1
|
0.65%
|
Increased
|
|
|
2020
|
Constellation Wealth Advisors
New York
|
$1.01M
|
-$16.4K
|
1
|
0.11%
|
Reduced
|
|
|
2021
|
Newgate Capital Management
Greenwich,
Connecticut
|
$1M
|
$0
|
1
|
0.75%
|
Maintained
|
|
|
2022
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1M
|
-$113K
|
1
|
0.61%
|
Reduced
|
|
|
2023
|
First City Capital Management
Savannah,
Georgia
|
$1M
|
+$21K
|
2
|
0.74%
|
Increased
|
|
|
2024
|
Mraz Amerine & Associates
Modesto,
California
|
$997K
|
+$235
|
1
|
0.39%
|
Increased
|
|
|
2025
|
Balentine LLC
Atlanta,
Georgia
|
$990K
|
+$529K
|
1
|
0.18%
|
Increased
|
|